WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1K ﹤0.01%
100
927
$1K ﹤0.01%
11
928
$1K ﹤0.01%
74
+66
929
$1K ﹤0.01%
40
930
$1K ﹤0.01%
30
931
$1K ﹤0.01%
85
932
$1K ﹤0.01%
100
933
$1K ﹤0.01%
68
934
$1K ﹤0.01%
80
935
$0 ﹤0.01%
15
936
$0 ﹤0.01%
+42
937
– –
-14
938
– –
-117
939
– –
-77
940
– –
-710
941
– –
-122
942
– –
-150
943
$0 ﹤0.01%
33
-24
944
– –
-820
945
– –
-1,533
946
– –
-38
947
– –
-8
948
– –
-88
949
– –
-102
950
– –
-1,500
36 37
38
39 40